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Portfolio (Quarterly) Guide ↗

BFSG, LLC

· CIK 0001706836
13F Portfolio $1.1B AUM 751 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 181 Added 149 Reduced 29 Exited
Page 22 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BX BLACKSTONE INC Financial Services 446.0 $51K 0.01% $114.99 +1.0%
422 NXTG FIRST TR EXCHANGE-TRADED FD 457.0 $51K 0.01% $111.92 +40.0%
423 CIBR FIRST TR EXCHANGE-TRADED FD 750.0 $47K 0.00% $62.68 +33.5%
424 BV BRIGHTVIEW HLDGS INC Industrials 3,985.0 $47K 0.00% +150.0 +3.9% $11.79 +9.0%
425 INTC INTEL CORP Technology 1,036.0 $46K 0.00% +50.0 +5.1% $44.13 +173.9%
426 MUB ISHARES TR 429.0 $46K 0.00% +44.0 +11.4% $106.15 +0.8%
427 VSNT VERSANT MEDIA GROUP INC Industrials 1,212.0 $45K 0.00% NEW $37.02 +17.0%
428 BROOKFIELD ASSET MANAGMT LTD 1,007.0 $45K 0.00% $44.45
429 VEU VANGUARD INTL EQUITY INDEX F 593.0 $45K 0.00% $75.10 +11.7%
430 FSP FRANKLIN STR PPTYS CORP Real Estate 66,480.0 $44K 0.00% $0.66 -15.7%
431 XEL XCEL ENERGY INC Utilities 545.0 $43K 0.00% -76.0 -12.2% $79.44 -0.2%
432 MLP MAUI LD & PINEAPPLE INC Real Estate 2,738.0 $42K 0.00% $15.39 +12.7%
433 VFH VANGUARD WORLD FD 348.0 $42K 0.00% $120.66 +4.4%
434 VGT VANGUARD WORLD FD 60.0 $42K 0.00% $697.73 -83.0%
435 HOOD ROBINHOOD MKTS INC Financial Services 600.0 $42K 0.00% +100.0 +20.0% $69.30 +22.4%
436 DLR DIGITAL RLTY TR INC Real Estate 230.0 $41K 0.00% $180.21 +6.2%
437 TIP ISHARES TR 361.0 $40K 0.00% $110.36 +0.7%
438 MTUM ISHARES TR 166.0 $40K 0.00% $239.99 +31.1%
439 ABT ABBOTT LABORATORIES Healthcare 387.0 $40K 0.00% +48.0 +14.2% $102.67 -16.0%
440 FDX FEDEX CORP Industrials 110.0 $39K 0.00% -141.0 -56.2% $355.99 +15.6%
Page 22 of 38  ·  750 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.1%
Technology 18.8%
Industrials 14.4%
Consumer Defensive 8.2%
Basic Materials 7.8%
Healthcare 6.5%
Utilities 6.0%
Communication Services 5.6%
Energy 5.6%
Consumer Cyclical 5.0%